Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$300K Buy
3,687
+917
+33% +$74.6K 0.16% 140
2025
Q1
$275K Sell
2,770
-500
-15% -$49.6K 0.16% 137
2024
Q4
$342K Buy
3,270
+160
+5% +$16.7K 0.19% 125
2024
Q3
$283K Sell
3,110
-500
-14% -$45.6K 0.17% 123
2024
Q2
$305K Hold
3,610
0.2% 113
2024
Q1
$289K Hold
3,610
0.2% 111
2023
Q4
$253K Hold
3,610
0.29% 84
2023
Q3
$248K Buy
+3,610
New +$248K 0.33% 75
2020
Q3
Sell
-11,941
Closed -$396K 139
2020
Q2
$396K Buy
11,941
+5,434
+84% +$180K 0.42% 85
2020
Q1
$142K Buy
+6,507
New +$142K 0.17% 134